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Jan 15, 2013
01/13
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i just think when i look at dell, michael dell is a very motivated individual. when you talk with him, he is clearly, like listen, my company is worth a lot more now. he obviously missed mobile, all right? he believed in the desktop. but at the same time, if europe turns, if asia turns, 50% of the business overseas -- >> they still need to do deals, they still need to invest in a competitive industry. and they're constrained somewhat by the capital of the company. it's cheaper, i suppose. they could return a lot of capital by levering up. >> obviously up again today, as we begin the first full day of discussing that story. >>> lululemon up last year, but the street not impressed with the latest guidance. is blue lu lemon more of a lemon today. >>> bill simon on everything from the state of retail and job creation to what new gun control regulations could mean to the sale of firearms. >>> shares of lululemon falling pre-market trade. it includes the holiday shopping season, but the forecast is still below street expectations. lululemon seems fourth-quarter same-s
i just think when i look at dell, michael dell is a very motivated individual. when you talk with him, he is clearly, like listen, my company is worth a lot more now. he obviously missed mobile, all right? he believed in the desktop. but at the same time, if europe turns, if asia turns, 50% of the business overseas -- >> they still need to do deals, they still need to invest in a competitive industry. and they're constrained somewhat by the capital of the company. it's cheaper, i suppose....
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Jan 25, 2013
01/13
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very weak. >> upgrade of auto desk. >> when dell -- when goldman went from sell to buy, dell, that was the signal something was going on. they go from sell to conviction. i have to find out what's going on. >> mccormack? >> it turns out the spices people didn't buy, this was starting this one. that's supposed to be the last thing you cut back on. talk about vanilla. >> barclays. >> i think people are feeling the stock has had a run. i don't think so. i think it goes higher. >> just saying what is proprietary. absolutely nothing. >> we've got coats. what's kors going to say? >> goldman says kors is good. i think that's a good call. >> let's talk about the broader market. earlier on you were saying, if you were negative on the stock, now that you're back to your high water mark, maybe you want to get out. >> netflix, i like netflix. i like the product. but the stock, if you bought it two weeks ago, you know, at 90, you have to take a little off the table. there's nothing wrong with ringing the register and letting the rest run. i do like the idea of looking at caterpillar, kcaterpillar r
very weak. >> upgrade of auto desk. >> when dell -- when goldman went from sell to buy, dell, that was the signal something was going on. they go from sell to conviction. i have to find out what's going on. >> mccormack? >> it turns out the spices people didn't buy, this was starting this one. that's supposed to be the last thing you cut back on. talk about vanilla. >> barclays. >> i think people are feeling the stock has had a run. i don't think so. i think...
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Jan 22, 2013
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michael dell is going to be potentially taking money from outside dell. and remember he's a vastly wealthy man with a lot of assets outside of dell he's going to be using some of them. so the equity check from what i'm hearing, not a big issue any long longer. silver lake and others will step up behind that. microsoft wanted to get paid for the privilege of being a significant investor, but adding its credibility to this deal. so we'll see whether the deal still happens. you know, you always get a lot of movement, especially before the end. but at least based on what i have been hearing at this point, the outlook is fairly positive they'll reach a deal. perhaps as soon as the end of the week. >> if the point of going private is to reinvent dell, interesting this a player would be microsoft which has an interest in seeing the pc live on a little bit longer, right? >> it does. but of course it would have a seat at the table and be involved in that reinvention wherever it might go. unclear how microsoft shareholders will feel about it, although between 1 and
michael dell is going to be potentially taking money from outside dell. and remember he's a vastly wealthy man with a lot of assets outside of dell he's going to be using some of them. so the equity check from what i'm hearing, not a big issue any long longer. silver lake and others will step up behind that. microsoft wanted to get paid for the privilege of being a significant investor, but adding its credibility to this deal. so we'll see whether the deal still happens. you know, you always...
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Jan 16, 2013
01/13
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>> michael dell, and suddenly, mr. skeptic -- >> overheated debt market, that's always a good sign for an economy. that's always a sign that things are getting a lot better. >> it's been getting overheated since 1979. >> big lbos. that worked out real well. no, i'm just -- there's housing, sales of pickups. sales of cars in europe for 2012, not so good. we'll talk about that. >> germany, the bmw sales, volkswagen sales. one of my cousins in mexico is near a bmw, new plant. the germans are down. they're buying like crazy. germany business, good. rest of the continent okay. ford cutting back very dramatically. >> boeing, more problems related to the dreamliner. japanese grounded their 787 for safety checks. the national transportation safety board, faa are going to japan to assess that incident. when the first problems arose last week, week before, we said, we'll notice a seriousing when there's a grounding. we got one, times two. >> yeah. >> by the way, goldman taking out conviction buy list. the likelihood there will b
>> michael dell, and suddenly, mr. skeptic -- >> overheated debt market, that's always a good sign for an economy. that's always a sign that things are getting a lot better. >> it's been getting overheated since 1979. >> big lbos. that worked out real well. no, i'm just -- there's housing, sales of pickups. sales of cars in europe for 2012, not so good. we'll talk about that. >> germany, the bmw sales, volkswagen sales. one of my cousins in mexico is near a bmw,...
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Jan 17, 2013
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working for -- >> thank you. >> is michael dell working for himself or shareholders? >> right, of course. >> and this intriguing piece about whether at&t will buy something in europe. >> european or international forays for some of our domestic carriers have not always got particularly well, they may be softening it up to at least expect something. we know that, the huge deal they wanted, and of course it was set aside by regulators. we'll see what they choose to do, but it has been fraught with complexity, those moves overseas. >> but now we're big. >> and verizon has vodaphone as a partner in wireless here, they need the balance sheets to do something great. >> they can pull it off. no doubt about it. at for dell, we certainly discussed that i think, carl, but it's worth always keeping in mind, because again the conflicts that are inherent, regardless of the steps to take, are difficult to navigate when it comes to a founder with a huge stake, who wants to take his company private. >> why are people interested in these businesses? why did hewlett-packard -- i know y
working for -- >> thank you. >> is michael dell working for himself or shareholders? >> right, of course. >> and this intriguing piece about whether at&t will buy something in europe. >> european or international forays for some of our domestic carriers have not always got particularly well, they may be softening it up to at least expect something. we know that, the huge deal they wanted, and of course it was set aside by regulators. we'll see what they choose...
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Jan 24, 2013
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dude saying they got to bring back the dell dude. did you see that? dove tail right into -- see you tonight, guys. thanks a lot. here is what you missed if you're just tuning in. >> welcome to hour three of "squawk on the street." here's what's happening so far. >> too many investors are reactive decisionmakers. you have to look ahead and say, what is the transaction? what will be determining the buyer and seller? >> the u.s. energy situation, shale, fracking, et cetera. bullish, bearish? >> i think it is a game changer. i think it is probably the story of global economic recovery if handled right. >> 3:30, initial jobless claim. that's huge. >> that's a good number. >> this company has $137 billion in cash. $150 a share. >> don't you to address that more than -- >> that's ridiculous. >> if you go home tonight and you want to go buy -- you go to costco, want to buy a knockoff tablet or an apple tablet? >> i want to buy an apple tablet. but there are many people in this world who will buy the cool pad 8060 for $1. >> the opening bell.
dude saying they got to bring back the dell dude. did you see that? dove tail right into -- see you tonight, guys. thanks a lot. here is what you missed if you're just tuning in. >> welcome to hour three of "squawk on the street." here's what's happening so far. >> too many investors are reactive decisionmakers. you have to look ahead and say, what is the transaction? what will be determining the buyer and seller? >> the u.s. energy situation, shale, fracking, et...
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Jan 23, 2013
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dell, maybe reduce windows 8. i think it's problematic. >> it leaves them as a creditor/minority investor? >> i wouldn't like it if i competed against dell and saw that. i wouldn't like it. >> you would look at google instead. >> google, by the way, you talk about chrome. i love it. there are so many things i loved about the google call. if they can get the temperature thing down, it will be the first company to put somebody on the sun. >> they're still driving cars, i'm telling you. >> that was a big part of the call. your pocket super computer powered by google. pocket super computer. the chrome. the wonderful chrome. there was so much to like here. i'm not being facetious. i think google is a great company. >> when the numbers first came out, you saw the revenue miss and then you look at the cost per clicks declined much less than what analysts had anticipated. so that certainly was, you know, a bright spot. total advertising revenue up 19%. we're seeing the stock trade higher in today's session. >> facebook go
dell, maybe reduce windows 8. i think it's problematic. >> it leaves them as a creditor/minority investor? >> i wouldn't like it if i competed against dell and saw that. i wouldn't like it. >> you would look at google instead. >> google, by the way, you talk about chrome. i love it. there are so many things i loved about the google call. if they can get the temperature thing down, it will be the first company to put somebody on the sun. >> they're still driving...
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Jan 9, 2013
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but also the hugh lets of the world and dells of the world. this will spur people to buy new computers. i don't know if the ultra books will really do it, but that's the buzz. >> bernstein said it's worth $29, some of the parts. >> hewlett? >> yes. they look at what pc companies have gone at. they talk about consulting. $29 on a break-up? >> a big number. >> isn't that huge? >> yes. >> it's 15, 16 now after three days of gains. >> i've been very negative about hewlett-packard. this bernstein note is authoritative, rigorous. >> tony's an experienced guy. >> again, i think these kinds of conversations will be more significant when they take place towards the end of this year. if you have not seen any meaningful signs of progress. >> well, you know, the fact is that it was a great american brand name, with a great american product. and, you know, it's interesting to think it hasn't been so destroyed, commodity business, they're using a break-up value of dell to 12. hewlett does have a lot of drivers. >> i do want to take a brief look -- a live pi
but also the hugh lets of the world and dells of the world. this will spur people to buy new computers. i don't know if the ultra books will really do it, but that's the buzz. >> bernstein said it's worth $29, some of the parts. >> hewlett? >> yes. they look at what pc companies have gone at. they talk about consulting. $29 on a break-up? >> a big number. >> isn't that huge? >> yes. >> it's 15, 16 now after three days of gains. >> i've been very...
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Jan 7, 2013
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i'm watching dell as a play from pc to services. maybe that could be good. intel was an inexpensive stock. it was an underperformer in the dow. david, i'm going to look at you, you're going to hate this because i'm going to ask you something. >> go ahead. >> obviously linked to intel, down 44%. we like bank of america and citi. is there a way, if you look at the intel upgrade, is there a way to think because of ultra books that hewlett-packard might be able to pull out of this tail spin? >> yes, there is a way. >> how would it happen? >> you subscribe part of it. but eshall see. when it comes to hewlett-packard, there are so many moving parts. the difficulty of the turn-around is so widespread from an organization that we pointed out many times has well over 300,000 employees. we'll see. will there be signs of progress in 2013, jim, i think is really the key question. because then you might give investors something to at least latch onto with the hopes that 2014 will be a real key -- not that this isn't. this is the key year for hewlett-packard. if they don'
i'm watching dell as a play from pc to services. maybe that could be good. intel was an inexpensive stock. it was an underperformer in the dow. david, i'm going to look at you, you're going to hate this because i'm going to ask you something. >> go ahead. >> obviously linked to intel, down 44%. we like bank of america and citi. is there a way, if you look at the intel upgrade, is there a way to think because of ultra books that hewlett-packard might be able to pull out of this tail...
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Jan 8, 2013
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♪ whatever your business challenge, dell has the technology and services to help you solve it. ♪ [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim from td ameritrade. ♪ >>> the preservation resource center from new orleans rebuilding communities in new orleans and new york from hurricane sandy. celebrating the fifth annual corporate governance awards. right out of the gate, watching apple shares climb 1%. nice move after the past couple of days. there's some reports that tim has made a second trip to china since march. he met with the head of ministry and information technology. >> china, there's a -- we know china, the ipad, ipad mini is selling well. the information on apple is -- there is not a source that doesn't have a view on apple. you find yourself overwhelmed by the data points. which is why i've said own the stock. when i see samsung reporting, and i talk to people and say, t
♪ whatever your business challenge, dell has the technology and services to help you solve it. ♪ [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim from td ameritrade. ♪ >>> the preservation resource center from new orleans rebuilding communities in new orleans and new york from hurricane...
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Jan 11, 2013
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♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> we have a rule around here, you can't have the opening bell until you get the "mad dash," even on a friday. ubs takes jcpenney to a -- >> cash flow preservation. this is amazing. we are trimming fourth-quarter sales to minus 28%. >> from minus 20? >> look, guys, you can't run a company at that level. you can't fire people fast enough. you can't take merchandise out of the store fast enough. this is very worrisome report. the preferred is what i like to watch because that had a big move over 19. carl, i don't know. this is an obituary. now, of course, they have a caveat, you know, maybe things can be okay, come back. we still believe jcpenney is repairable. it's kind of like the debt that's maybe greatly exaggerated, but holy cow. >> they say any fix will require a change in the turn-around when you go back to the discounted idea. in that case, it deserves a premium like most traditional department stores. >> exactly. i've got to tell you, i go to my jcpenney in midtown, and it's c
♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> we have a rule around here, you can't have the opening bell until you get the "mad dash," even on a friday. ubs takes jcpenney to a -- >> cash flow preservation. this is amazing. we are trimming fourth-quarter sales to minus 28%. >> from minus 20? >> look, guys, you can't run a company at that level. you can't fire people fast enough. you can't take...
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Jan 30, 2013
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now, i think the dell -- potential dell ibo got people excited about maybe they could get the equity. i hear it's going to be a very, very, very -- is that three verys? they'll come up with the money they need, even with him rolling in his stake. this may be the fourth quarter numbers, people perceive as being better than anticipated. >> if they're giving money away to netflix, can't they give money away to michael dell? isn't there just this weird supply of money out there? >> there's a lot of money, but it's still seeking a return. >> sometimes. >> yeah, sometimes. >> let's check in with bob who's here on the floor with more on what is moving this morning. hey, bob. >> everybody has just been bending over backwards to figure out the right way to figure out this dismal q-4. the inventory levels, i don't want to get into that granular ti. i would know the durable goods number was strong on monday. if we get a strong farm payroll report on friday, maybe close to 200,000, i think that will go a long way toward mitigating the damage from this q-4 report. and if you're a cynic, of course,
now, i think the dell -- potential dell ibo got people excited about maybe they could get the equity. i hear it's going to be a very, very, very -- is that three verys? they'll come up with the money they need, even with him rolling in his stake. this may be the fourth quarter numbers, people perceive as being better than anticipated. >> if they're giving money away to netflix, can't they give money away to michael dell? isn't there just this weird supply of money out there? >>...
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Jan 14, 2013
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♪ whatever your business challenge, dell has the technology and services to help you solve it. whatever your business challenge, i've always had to keep my eye on her... but, i didn't always watch out for myself. with so much noise about health care... i tuned it all out. with unitedhealthcare, i get information that matters... my individual health profile. not random statistics. they even reward me for addressing my health risks. so i'm doing fine... but she's still going to give me a heart attack. we're more than 78,000 people looking out for more than 70 million americans. that's health in numbers. unitedhealthcare. we asked total strangers to watch it for us. thank you so much. i appreciate it. i'll be right back. they didn't take a dime. how much in fees does your bank take to watch your money? if your bank takes more money than a stranger, you need an ally. ally bank. your money needs an ally. >>> take a look at shares of apple, holding above at this moment in time, above $500. $504.04, the last trade there. a couple of reports indicating that a screen order for the iphon
♪ whatever your business challenge, dell has the technology and services to help you solve it. whatever your business challenge, i've always had to keep my eye on her... but, i didn't always watch out for myself. with so much noise about health care... i tuned it all out. with unitedhealthcare, i get information that matters... my individual health profile. not random statistics. they even reward me for addressing my health risks. so i'm doing fine... but she's still going to give me a heart...
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Jan 28, 2013
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that's on the back of rumors about a dell buyout, followed by home de bo, united technology and disney, travelers. all besides hewlett-packard up more than 9%. on the down side, though, verizon posting the worst performance, down by about 1.4%. boeing down for the month because of the dreamliner saga. those are the only two names in the red in january. some interesting differences, while the dow itself had gained 11.5rs in the first ten months of 2007, now the index is up 7% for the last ten months leading up to this rally. analysts say there still could be room to run there. in those time periods, caterpillar and home depot were two names you should be watching. home depot the biggest laggard then. biggest gainer now, caterpillar surged 34%, then down greater than 10% in the most recent ten-month period. there's a little bit more caution coming from caterpillar today. valuation is one of the key data points to watch. the current value just above 13 times earnings, around the rally in 2007. the group was valued at 17 times earnings. though the earnings were a little bit lower. melissa?
that's on the back of rumors about a dell buyout, followed by home de bo, united technology and disney, travelers. all besides hewlett-packard up more than 9%. on the down side, though, verizon posting the worst performance, down by about 1.4%. boeing down for the month because of the dreamliner saga. those are the only two names in the red in january. some interesting differences, while the dow itself had gained 11.5rs in the first ten months of 2007, now the index is up 7% for the last ten...
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Jan 18, 2013
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♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> if you love cars then you should be in scottsdale, arizona this weekend where everything from lamborghinis to the batmobile is up for auction. robert frank has some of the details on that. let's go. >> yeah, carl. scottsdale like you mentioned is the auto plooza for wealthy car collectors. this year is set to break an all-time sales record. more than 2,000 cars expected to bring in more than $200 million. shattering last year's record of $183 million. you can see in this chart the car collector market has not only recovered from its recession. it's blowing past the good old days of 2007. jackson is the company at the center of the event this week. the ceo craig jackson told me confidence is back among the big car collectors and he said bidders have $1 billion in credit lines on the sidelines. that is a lot of cash ready to buy. the stars of the show? they include clark gable's 1955 gullwing mercedes. beautiful car. and another one a 1960 ferrari 250 gt. it could sell for up to $8
♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> if you love cars then you should be in scottsdale, arizona this weekend where everything from lamborghinis to the batmobile is up for auction. robert frank has some of the details on that. let's go. >> yeah, carl. scottsdale like you mentioned is the auto plooza for wealthy car collectors. this year is set to break an all-time sales record. more than 2,000 cars expected to bring...
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Jan 31, 2013
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lot of companies, ups and dell, point them out. not talking robust asia. how many companies like honeywell, like even the, like ppg, saying asia's back. again, i question execution of ups. >> all right. >>> when we come back, research in motion's massive rally seems like a distant memory, stock taking a hit since yaepsd blackberry 10 launch. is the honeymoon now over for the r.i.m.? >>> the home building sector has been hot but almost a decade since home builder went public. tripoint homes is ending that drought by debuting on wall street. the ceo will visit us at post 9. futures, a lot we haven't gotten to "squawk on the street," live from post 9, back in a minute. >>> shares of research in motion falling premarket trade after yesterday's 12% drop this all after the company unveiled its blackberry 10 lineup including two new smartphones but u.s. customers won't be able to get them till march and that is a month later than r.i.m.'s home country of canada. r.i.m., which is changing its corporate name to blackberry, has been downgraded by the likes of credit
lot of companies, ups and dell, point them out. not talking robust asia. how many companies like honeywell, like even the, like ppg, saying asia's back. again, i question execution of ups. >> all right. >>> when we come back, research in motion's massive rally seems like a distant memory, stock taking a hit since yaepsd blackberry 10 launch. is the honeymoon now over for the r.i.m.? >>> the home building sector has been hot but almost a decade since home builder went...
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Jan 29, 2013
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there was a period more than a decade ago when we saw the pc market just exploding and companies like dell and hp increasingly making profits, growing revenue, selling hardware. then we got this period where it was about google. it was about ebay. it was about amazon. the services and the commerce that you can layer on top once you've got a big market of people who have these devices. we are reaching that with the smart phone market but we don't yet know which companies are going to invent the software services that really profitably take advantage of that. that's what it's going to be not this ipad. >> well said. final point, guys. rimm's down almost 8%. dan, do you think that reflects anything of how tomorrow may go for them? >> yeah. i think they've delayed this new operating system for so long it is almost going to be an anticlimactic. i doubt they'll have anything that is going to make people really want to switch if they can convince people. >> i'll see you at that event tomorrow morning. thanks, guys. over to mary thompson for a quick market flash. >> taking a look at shares of netf
there was a period more than a decade ago when we saw the pc market just exploding and companies like dell and hp increasingly making profits, growing revenue, selling hardware. then we got this period where it was about google. it was about ebay. it was about amazon. the services and the commerce that you can layer on top once you've got a big market of people who have these devices. we are reaching that with the smart phone market but we don't yet know which companies are going to invent the...